Atria Investments LLC Incresed Positions in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
226
+ 7.81%
$296.51 - $536.21 $67K - $121K
3.12K $1.67M
ENB
Enbridge Inc

Energy
14.3K
+ 16.19%
$41.09 - $47.16 $589K - $676K
103K $4.66M
NKE
Nike, Inc.

Consumer Cyclical
2.95K
+ 4.22%
$53.27 - $72.04 $157K - $212K
72.8K $5.17M
CSX
Csx Corp

Industrials
8.58K
+ 6.08%
$26.69 - $32.91 $229K - $282K
150K $4.88M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
13.7K
+ 13.96%
$41.9 - $50.31 $575K - $691K
112K $5.39M
ELV
Elevance Health, Inc.

Healthcare
3.7K
+ 23.78%
$372.27 - $452.69 $1.38M - $1.68M
19.3K $7.5M
TDG
Trans Digm Group Inc

Industrials
131
+ 3.45%
$1231.75 - $1520.64 $161K - $199K
3.93K $5.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.1K
+ 13.39%
$43.28 - $50.37 $569K - $662K
111K $5.58M
SRLN
Ssga Active Trust

ETFs
16.7K
+ 38.56%
$39.47 - $41.59 $659K - $694K
60K $2.49M
MSCI
Msci Inc.

Financial Services
961
+ 6.93%
$506.56 - $576.74 $487K - $554K
14.8K $8.55M
MLM
Martin Marietta Materials Inc

Basic Materials
221
+ 2.68%
$452.51 - $568.19 $100K - $126K
8.47K $4.65M
UNM
Unum Group

Financial Services
8.7K
+ 184.18%
$70.48 - $82.91 $613K - $721K
13.4K $1.08M
PULS
Pgim ETF Tr

ETFs
14K
+ 34.76%
$49.39 - $49.76 $689K - $694K
54.1K $2.69M
IYK
Ishares U.S. Consumer Staples

ETFs
9.84K
+ 347.68%
$67.29 - $72.42 $662K - $712K
12.7K $892K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.3K
+ 36.35%
$39.93 - $46.67 $491K - $574K
46.2K $2.15M
SYK
Stryker Corp

Healthcare
210
+ 0.82%
$337.37 - $395.63 $70.8K - $83.1K
25.9K $10.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
593
+ 0.61%
$54.19 - $67.22 $32.1K - $39.9K
98.3K $6.61M
CASY
Caseys General Stores Inc

Consumer Cyclical
178
+ 2.31%
$415.82 - $510.91 $74K - $90.9K
7.87K $4.02M
HUBB
Hubbell Inc

Industrials
1.36K
+ 91.22%
$315.94 - $408.41 $430K - $556K
2.85K $1.17M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
10.3K
+ 11.99%
$33.42 - $40.68 $346K - $421K
96.6K $3.93M
MMM
3 M CO

Industrials
2.87K
+ 6.61%
$126.09 - $154.15 $362K - $442K
46.2K $7.04M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.51K
+ 5.46%
$46.92 - $55.01 $399K - $468K
164K $8.92M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 22.54%
$49.57 - $50.27 $634K - $643K
69.5K $3.49M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
28.9K
+ 23.11%
$11.9 - $15.57 $344K - $450K
154K $2.37M
DLR
Digital Realty Trust, Inc.

Real Estate
1.73K
+ 15.12%
$136.11 - $177.69 $235K - $307K
13.1K $2.29M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
28K
+ 18.19%
$23.03 - $23.59 $644K - $660K
182K $4.28M
PRI
Primerica, Inc.

Financial Services
2.74K
+ 27.65%
$244.39 - $290.62 $670K - $796K
12.7K $3.46M
DAL
Delta Air Lines, Inc.

Industrials
10.6K
+ 51.62%
$35.88 - $52.99 $381K - $562K
31.2K $1.53M
EBAY
Ebay Inc

Consumer Cyclical
1.65K
+ 2.15%
$59.52 - $79.36 $97.9K - $131K
78K $5.81M
SAN
Banco Santander, S.A.

Financial Services
70.1K
+ 210.43%
$5.72 - $8.32 $401K - $583K
103K $857K
ONON
On Holding Ag

Consumer Cyclical
11.2K
+ 179.27%
$37.65 - $60.68 $422K - $680K
17.4K $908K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.19K
+ 1.18%
$36.01 - $45.69 $42.8K - $54.3K
102K $4.66M
URI
United Rentals, Inc.

Industrials
47
+ 1.01%
$551.94 - $753.4 $25.9K - $35.4K
4.71K $3.55M
NDSN
Nordson Corp

Industrials
2.01K
+ 13.16%
$167.51 - $223.5 $337K - $450K
17.3K $3.71M
SUB
Ishares Short Term National Mu

ETFs
5.7K
+ 24.61%
$104.77 - $106.34 $597K - $606K
28.8K $3.07M
MGM
Mgm Resorts International

Consumer Cyclical
13.7K
+ 42.58%
$25.79 - $34.95 $352K - $477K
45.7K $1.57M
PNR
Pentair PLC

Industrials
3.67K
+ 23.28%
$76.17 - $103.58 $279K - $380K
19.4K $1.99M
ROAD
Construction Partners, Inc.

Industrials
835
+ 5.46%
$68.75 - $110.36 $57.4K - $92.2K
16.1K $1.71M
WTW
Willis Towers Watson PLC

Financial Services
2.27K
+ 87.55%
$295.96 - $337.43 $672K - $767K
4.87K $1.49M
TWLO
Twilio Inc

Communication Services
3.51K
+ 53.76%
$81.34 - $124.36 $285K - $436K
10K $1.25M
WDAY
Workday, Inc.

Technology
1.4K
+ 3.33%
$210.47 - $274.71 $294K - $383K
43.3K $10.4M
ES
Eversource Energy

Utilities
8.94K
+ 38.11%
$54.25 - $65.89 $485K - $589K
32.4K $2.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
518
+ 14.66%
$328.01 - $475.68 $170K - $246K
4.05K $1.9M
NTES
Net Ease, Inc.

Communication Services
3.53K
+ 88.49%
$91.37 - $134.58 $323K - $475K
7.52K $1.01M
HSY
Hershey CO

Consumer Defensive
3.98K
+ 32.92%
$151.29 - $173.13 $602K - $689K
16.1K $2.67M
FEM
First Trust Emerging Markets A

ETFs
19.3K
+ 26.49%
$19.94 - $24.69 $384K - $476K
92K $2.26M
NTAP
Net App, Inc.

Technology
4.67K
+ 98.32%
$76.1 - $106.55 $356K - $498K
9.42K $1M
DUK
Duke Energy Corp

Utilities
6.8K
+ 12.31%
$112.46 - $124.05 $765K - $843K
62K $7.32M
DRSK
ETF Ser Solutions Aptus Define

ETFs
17.3K
+ 29.89%
$26.75 - $28.79 $464K - $499K
75.3K $2.16M
Activity Summary
Buys All Purchases 1158 New Holdings 211 Increased Positions 947 Sells All Sells 817 Reductions 817 Sold out 0 Options Calls 0 Puts 0
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